You can now generate a Requirement-Based Assessment (RBA) using any custom register as the data source. Each register item becomes an assessment item, so you can assess your own records, such as internal requirements, obligations or policies, without rebuilding them as a separate library.

What's new

• Register as a data source. When creating a Requirement-Based Assessment from scratch, choose Register under Data Source and select any RBA-enabled register. The Items to be Added count shows how many register items will be included.

• Internal or third-party respondents. Internal assessments include all active items in the register. Third-party assessments include only the items linked to that third party, keeping the scope relevant to each vendor.

• Linked data on every item. Add linked data to individual assessment items or from the assessment Overview page. The source register is linked automatically.

• Custom fields and rules. Add response fields and conditional rules to shape how respondents answer. For example, an Implemented (Yes/No/Partially) field can reveal an Implementation Notes field only when relevant.

• Smarter filters. Filter Draft assessments by register custom fields. Once In Progress, filter by both register and assessment fields.

• Details tab in response mode. Respondents can see all linked data for the register item they are answering.

Getting started

RBA is enabled per register. Go to Registers, open Settings, select Manage Feature, turn on the Requirement-Based Assessment toggle and save. Users also need the "Create requirement-based assessments" permission for each register they will use.

Worth knowing

• Only one third party can be linked to an assessment.

• The third-party selection cannot be changed once responses have been captured.

Learn more: https://knowledgebase.6clicks.com/creating-a-requirement-based-assessment-from-a-custom-register